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Disclosery

Essex Financial Services, Inc.: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on V, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 36,884 V shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,884 shares
    Change vs previous 13F -1,916 shares

    0.51% of the 13F portfolio, value $12,654,414.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 22,761 shares
    • Essex Bank: 14,123 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,800 shares
    Change vs previous 13F -1,185 shares

    0.52% of the 13F portfolio, value $11,726,668.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 24,693 shares
    • Essex Bank: 14,107 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,985 shares
    Change vs previous 13F +266 shares

    0.63% of the 13F portfolio, value $14,023,138.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 25,148 shares
    • Essex Bank: 14,837 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,719 shares
    Change vs previous 13F -124 shares

    0.64% of the 13F portfolio, value $13,559,393.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 25,186 shares
    • Essex Bank: 14,533 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,843 shares
    Change vs previous 13F +984 shares

    0.73% of the 13F portfolio, value $14,146,201.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 25,289 shares
    • Essex Bank: 14,554 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,859 shares
    Change vs previous 13F -2,449 shares

    0.76% of the 13F portfolio, value $13,618,303.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 23,824 shares
    • Essex Bank: 15,035 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,308 shares
    Change vs previous 13F +1,283 shares

    0.72% of the 13F portfolio, value $13,054,923.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 25,705 shares
    • Essex Bank: 15,603 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,025 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $11,246,861.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 24,596 shares
    • Essex Bank: 15,429 shares

    Acceptance time not in the bulk data set (spec §4.2).